Impax Asset Management Group plc Purchases 227,803 Shares of Masco Corporation $MAS

Key Points

• Impax Asset Management boosted its Masco stake by 227,803 shares (a 9.2% increase) to 2,710,763 shares, representing 1.31% of the company and valued at about $172.0 million.
• Masco beat Q1 EPS expectations ($1.04 vs. $0.88) but missed revenue ($1.92B vs. ~$2.07B) and left FY2026 guidance unchanged at $4.10–$4.30 per share.
• The board authorized a $2.00 billion share buyback (up to 13.5% of shares) and raised the quarterly dividend to $0.32 (annualized $1.28, ~1.7% yield).

Impax Asset Management Group plc boosted its position in Masco Corporation (NYSE:MAS - Free Report) by 9.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 2,710,763 shares of the construction company's stock after acquiring an additional 227,803 shares during the period. Impax Asset Management Group plc owned 1.31% of Masco worth $172,025,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the company. Concurrent Investment Advisors LLC boosted its holdings in Masco by 115.2% in the fourth quarter. Concurrent Investment Advisors LLC now owns 11,372 shares of the construction company's stock worth $722,000 after acquiring an additional 6,088 shares in the last quarter. Turtle Creek Wealth Advisors LLC boosted its holdings in Masco by 23.1% in the fourth quarter. Turtle Creek Wealth Advisors LLC now owns 19,308 shares of the construction company's stock worth $1,225,000 after acquiring an additional 3,625 shares in the last quarter. B. Metzler seel. Sohn & Co. AG boosted its holdings in Masco by 9.8% in the fourth quarter. B. Metzler seel. Sohn & Co. AG now owns 9,919 shares of the construction company's stock worth $629,000 after acquiring an additional 889 shares in the last quarter. Teacher Retirement System of Texas boosted its holdings in Masco by 40.4% in the fourth quarter. Teacher Retirement System of Texas now owns 365,472 shares of the construction company's stock worth $23,193,000 after acquiring an additional 105,110 shares in the last quarter. Finally, HB Wealth Management LLC boosted its holdings in Masco by 17.8% in the fourth quarter. HB Wealth Management LLC now owns 7,619 shares of the construction company's stock worth $484,000 after acquiring an additional 1,149 shares in the last quarter. Institutional investors own 93.91% of the company's stock.

Masco Stock Performance

Shares of MAS opened at $74.27 on Friday. The company has a current ratio of 1.75, a quick ratio of 1.14 and a debt-to-equity ratio of 109.07. The company has a market capitalization of $14.98 billion, a price-to-earnings ratio of 18.43, a PEG ratio of 2.14 and a beta of 1.29. The stock has a 50 day moving average of $65.58 and a 200 day moving average of $65.98. Masco Corporation has a 12 month low of $58.16 and a 12 month high of $79.19.

Masco (NYSE:MAS - Get Free Report) last issued its quarterly earnings results on Wednesday, April 22nd. The construction company reported $1.04 EPS for the quarter, beating analysts' consensus estimates of $0.88 by $0.16. The company had revenue of $1.92 billion during the quarter, compared to the consensus estimate of $2.07 billion. Masco had a return on equity of 815.20% and a net margin of 10.90%.Masco's revenue was up 6.5% on a year-over-year basis. During the same period last year, the business posted $0.87 earnings per share. Masco has set its FY 2026 guidance at 4.100-4.300 EPS. As a group, sell-side analysts forecast that Masco Corporation will post 4.19 earnings per share for the current year.

Masco announced that its board has initiated a share buyback program on Tuesday, February 10th that permits the company to repurchase $2.00 billion in shares. This repurchase authorization permits the construction company to purchase up to 13.5% of its shares through open market purchases. Shares repurchase programs are typically a sign that the company's board of directors believes its stock is undervalued.

Masco Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, March 9th. Shareholders of record on Friday, February 20th were given a $0.32 dividend. This is an increase from Masco's previous quarterly dividend of $0.31. This represents a $1.28 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date of this dividend was Friday, February 20th. Masco's dividend payout ratio (DPR) is 33.25%.

Trending Headlines about Masco

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Q1 EPS beat and margin improvement — Masco reported $1.04 EPS vs. $0.88 expected and showed sales and margin gains, which underpins confidence in core operations. Masco jumps after earnings beat, steady outlook
• Positive Sentiment: Share repurchase increase — Masco raised 2026 deployment to at least $800M, a cash-return action that supports EPS and signals management confidence. Masco maintains 2026 EPS while lifting 2026 deployment
• Neutral Sentiment: Company left FY2026 EPS guidance unchanged at $4.10–$4.30 — steady guidance limits downside from the quarter but also avoids upside surprises. Masco Profit Rises on Plumbing Products Sales Growth
• Neutral Sentiment: Mixed analyst target moves — JPMorgan raised its PT to $78 (neutral) while Citi trimmed its PT to $79 (neutral); analysts broadly increased forecasts after results but maintained neutral stances. Masco analyst/price-target coverage
• Negative Sentiment: Revenue missed consensus — Q1 sales were $1.92B versus ~$2.07B expected, which tempers the EPS beat and raises questions on volume mix and end-market demand. MAS Q1 Deep Dive
• Negative Sentiment: Management flagged cost pressures and a cautious near-term outlook on the earnings call, creating near-term risk to margins and guidance upside. Here's How Masco Shocked the Market This Week

Insider Transactions at Masco

In other Masco news, CAO Heath M. Eisman sold 747 shares of the firm's stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $71.92, for a total value of $53,724.24. Following the completion of the sale, the chief accounting officer directly owned 12,510 shares of the company's stock, valued at $899,719.20. This trade represents a 5.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. 0.55% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several research analysts have issued reports on MAS shares. Robert W. Baird increased their price target on Masco from $72.00 to $80.00 and gave the stock a "neutral" rating in a report on Thursday. BMO Capital Markets cut their price target on Masco from $77.00 to $75.00 and set a "market perform" rating on the stock in a report on Monday, April 20th. UBS Group raised their target price on Masco from $96.00 to $97.00 and gave the company a "buy" rating in a report on Thursday. Wells Fargo & Company raised their target price on Masco from $70.00 to $82.00 and gave the company an "overweight" rating in a report on Thursday. Finally, Citigroup dropped their target price on Masco from $84.00 to $79.00 and set a "neutral" rating on the stock in a report on Thursday. Seven investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat.com, Masco presently has a consensus rating of "Hold" and an average price target of $80.07.

About Masco

Masco Corporation is a global leader in the design, manufacture and distribution of branded home improvement and building products. Founded in 1929 and headquartered in Livonia, Michigan, the company has evolved from a small door‐bell manufacturer into a diversified enterprise serving both residential and commercial markets. Over its history, Masco has grown through a combination of organic innovation and strategic acquisitions, building a portfolio of well-recognized brands.

The company's product offerings are organized into two primary segments.

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